Navigate the Ribbon

The Ribbon contains tools and commands that you use to create workflows in the Workflow Designer. These commands are located within the following tabs on the ribbon:

  • File
  • Home
  • View

You can find the Redo, Undo, and Save buttons on the right side of the ribbon.

Get to know the Ribbon

Use the following image to identify the ribbon.

The Redo, Undo, and Save buttons are located on the right side of the ribbon, just beneath your name.

  • As you build a workflow, the Workflow Designer automatically saves your workflow in the background. When the Workflow Designer saves your work, the Save button animates until your workflow is saved. You can also click on the Save button to save changes. Remember that your workflow is not available for use until you save a draft or deploy it.
  • If a workflow closes unexpectedly, the workflow remains locked and reverts to the last saved version. You can unlock the workflow by actioning the pop-up that shows when you open the workflow again, or the owner of the workflow can unlock it by selecting Unlock from the workflow menu in the category tree of the Designer. When unlocking the workflow, it retrieves the last saved version of the workflow.

The designer keeps track of every step or action you perform. You can click on the Undo button to remove the last step you added or action you performed. To reapply what was undone, click the Redo button.

  1. From the Workflow Designer ribbon select the File tab.
  2. The File tab contains three sections - Info, Options, and Close.
  3. The Info menu is selected by default.

    4. The following table explains the available options:

    Option Description
    Deploy Allows you to deploy a major version of your new or updated workflow to the server. See Workflow versioning for more information.
    Save Draft Allows you to save a draft (minor) version of the workflow. You can use this for testing purposes while designing your workflow. It is good practice to add a comment to the draft version to see what has changed or for the next person working on the workflow. See Workflow versioning for more information.
    Versions Lists all versions of the workflow in descending date order. There are two types of workflow design time versions:
    • Minor version - This is the version created when you save the workflow as a draft.
    • Major version - This is the version created when you deploy the workflow.

    See Workflow versioning for more information.
    Delete Deletes all design time versions including minor and major versions of the workflow. When deleting a major design time version from here, the runtime part of the version is not deleted and can still be accessed in Management.

    Properties

    The Properties section displays general detail for the workflow, such as:

    • Name
    • Description
    • Location - use the Location link to access the category where the workflow is saved.
    • Last Modified date
    • Create date
    • Author name
    • Last Modified by name
    Dates The Date section shows the Last Modified and Created date of the selected workflow.
    People The People section shows who authored and who last modified the workflow.
  4. On the Options section you can enable or disable tips and configure mouse behavior for the canvas.

    5. The following table explains the available options:

    Option Description
    Tips
    Use the sliders to enable or disable any of the following tips:
    • SmartField Editor Tips
    • Decision Step Tips
    • Intro to Dragging Tips
    • Show Welcome Wizard Tips
    • Show Start Workflow Tips
    By default, all of the tips are enabled.
    Once you click Got It in the workflow designer, the tip gets disabled and you'll need to enable it from the Tips section again.
    Canvas Interaction

    Use this section to enable inverted default behavior on the canvas. By default this check box is not checked.

    Default options:

    • Pan Canvas - to pan the canvas, you click and drag
    • Drag Select - to select multiple steps you click, hold and then drag the steps.

    Inverted options:

    • Pan Canvas - to pan the canvas you click, hold and then drag
    • Drag Select - to select multiple steps, you click and drag
    Form more information see the Canvas Interaction topic.
  5. Clicking Close automatically saves your workflow and closes the Workflow Designer, and then returns you to the Designer.
  1. From the Workflow Designer ribbon select the Home tab.

    2. The following table explains the available options:

    Option Description
    Paste Allows you to paste a copied item onto the canvas. (Shortcut Ctrl + V )
    Cut Allows you to remove the selected item from the canvas. (Shortcut Ctrl + X)
    Copy Allows you to copy a selected item on the canvas. (Shortcut Ctrl + C)

    Select All

    		Allows you to select all items on the canvas (Shortcut Ctrl + A)
    Rename Allows you to change a step label.
  1. From the Workflow Designer ribbon select the View tab.

    2. The following table explains the available options:

    Option Description
    Go to Start Click this option to go to and select the Start step.
    1:1 Click this option to display your workflow in a 1 to 1 ratio. This is helpful when the canvas view has been zoomed in or out.
    Zoom In Click this option to zoom in the canvas.

    Zoom Out

    		Click this option to zoom out the canvas.
    You can also zoom in and out by pressing and holding the Ctrl button and using the scroll wheel on your mouse.